Should You Consider Adding Eagle Materials (EXP) to Your Portfolio?
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 289,785 | $67,531,496 | -4% | 0.8% |
| 2. | Cartenna Capital Peter Avellone | 126,500 | $29,479,560 | 0.83% | |
| 3. | ACK Asset Management Richard S. Meisenberg | 90,000 | $20,973,600 | 2.62% | |
| 4. | AQR Capital Management Cliff Asness | 82,306 | $19,180,662 | +153% | 0.01% |
| 5. | Citadel Investment Group Ken Griffin | 73,555 | $17,141,257 | -42% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $208.08 | 1,000 | $208,080.00 | 4,173 | 2025-11-05 | Filing | |
| $213.66 | 1,000 | $213,660.00 | 2,000 | 2025-05-22 | Filing | |
| $257.50 | 155 | $39,912.50 | 3,655 | 2025-02-10 | Filing | |
| $257.22 | 155 | $39,868.33 | 1,705 | 2025-02-10 | Filing | |
| $92.54 | 700 | $64,778.00 | 1,505 | 2014-11-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $232.76 | 2,000 | $465,518.00 | 17,151 | 2025-08-19 | Filing | |
| $319.64 | 1,000 | $319,640.00 | 12,937 | 2024-11-25 | Filing | |
| $310.04 | 5,000 | $1,550,192.00 | 60,488 | 2024-11-22 | Filing | |
| $311.06 | 200 | $62,211.50 | 85,811 | 2024-11-22 | Filing | |
| $310.49 | 11,688 | $3,628,976.73 | 86,011 | 2024-11-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,345,539 | $779,644,563 | 0.04% | |
| 2. | 3,108,407 | $724,383,167 | 0.01% | |
| 3. | 3,051,229 | $711,058,406 | 0.01% | |
| 4. | 1,869,244 | $435,608,808 | 0.02% | |
| 5. | 991,831 | $231,385,959 | 0.01% |